Investor Relations Representative - Toccoa, GA

1st Franklin Financial Corporation•Toccoa, GA

6d•$18 - $20•Onsite

About The Position

The Investor Relations Representative provides services and product information to Investors and prospective Investors utilizing knowledge of products and services. This position opens a variety of accounts and completes new account set-up and activation. The representative compiles and maintains records pertaining to Investment activities, research services, and processes transactions utilizing knowledge of systems and/or procedures. The Investor Relations Representative makes referrals to upselling and cross-sell a variety of services.

Requirements

High School Diploma or equivalent
Serving our customers by working onsite at the Investment Center is an essential function of this job (working from home is not permitted under any circumstances)
Comprehend and verbally communicate all Investment services
Ability to work assigned Saturdays
Demonstrate the ability to analyze relevant information and apply individual judgement
Strong interpersonal relationship skills at a variety of levels and social and business settings
Ability to organize and prioritize
Team focus
Ability to maintain confidential information
Basic understanding with MS Office Suite products with a concentration in accurate keyboarding
Ability to operate standard office equipment

Responsibilities

Open and close accounts for Investors with varying degree of complexity
Provide account information and answer questions regarding a wide array of simple to complex account structure and rates
Achieve sales targets and objectives
Follow-up on potential investor leads
Contact investors to meet established electronic statements and ACH metrics
Upsell and cross-sell products and services
Participate in community events
Provide back-up to switchboard and Drive-Thru as needed
Handles and balances cash drawer accurately
Processes mail, telephone, online, walk-in, email, and drive-thru investments
Performs dual control functions of opening night depository and balancing vault
Completes purchases, withdrawals and transfers for investors
Achieve exception goals to mitigate errors in system and investor documentation
Respond to customer needs in a timely and efficient manner as established by department
Actively contact potential investors, as well as maintain and build existing relationships
Ensure customer confidentiality and private information is maintained